Clients:Billable Items Tab - Revision history

SarahK: /* Add Time Billing Entries */

2022-05-12T19:26:26Z

‎Add Time Billing Entries

SarahK: /* Add Billable Item */

2022-05-12T19:26:16Z

‎Add Billable Item

SarahK at 17:16, 21 April 2022

2022-04-21T17:16:22Z

SarahK: /* Add Time Billing Entries */

2022-04-19T19:43:13Z

‎Add Time Billing Entries

SarahK: /* Add Billable Item */

2022-04-19T19:42:45Z

‎Add Billable Item

SarahK at 21:17, 1 March 2022

2022-03-01T21:17:54Z

PeterB at 16:39, 30 October 2019

2019-10-30T16:39:15Z

PeterB: DOCS-6834

2019-10-30T16:38:57Z

DOCS-6834

John at 15:07, 4 December 2014

2014-12-04T15:07:27Z

John: Created page with "The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a c..."

2014-12-04T14:29:02Z

Created page with "The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a c..."

New page

The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a client's billable items organised into two lists; Invoiced Items and Uninvoiced Items. Learn more about Billable Items here: http://docs.whmcs.com/Billable_Items
[[File:client_billable.png|thumb|Client Billable Items Tab]]

==Add Billable Item==

Click this button to add a Billable Item to this client. The process is described on the [[Billable_Items#Adding_a_Billable_Item|Billable Items]] page.

==Add Time Billing Entries==

Click this button to record time spent on any given task for which you will invoice the client at a later date once work has been completed. [[Billable_Items#Time_Billing|Further Reading]].

==Item Lists==

When a Billable Item is first created it will be uninvoiced, when the specified conditions are met it will generate an invoice and will be moved to the invoiced items list.

===Invoice Selected Items===

If a client has one or more uninvolved billable item, it is possible to force it to generate an invoice immediately - regardless of the conditions on the billable item itself.

Select the billable items to be invoiced using the corresponding checkboxes in the Uninvoiced Items list, then click '''Invoice Selected Items'''. An invoice will be generated with a due date of today.

===Delete===

To remove a billable item, select the entries to be removed using the corresponding checkboxes in the Uninvoiced Items list, then click '''Delete'''.

@@ Line 13: / Line 13: @@
 ==Add Time Billing Entries==
-Click to record time spent on any given task for which you will invoice the client at a later date once work has been completed. For more information, see [[Billable Items]].
+Click to record time spent on any given task for which you will invoice the client at a later date once work has been completed.
 ==Item Lists==

@@ Line 9: / Line 9: @@
 ==Add Billable Item==
-Click to add a [[Billable Items|billable items]] to this client.
+Click to add a billable item to this client.
 ==Add Time Billing Entries==

@@ Line 9: / Line 9: @@
 ==Add Billable Item==
-Click to add a [[Billable Item]] to this client.
+Click to add a [[Billable Items|billable items]] to this client.
 ==Add Time Billing Entries==

← Older revision		Revision as of 21:17, 1 March 2022
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	{{Client Management}}		{{Client Management}}

		+	The '''Billable Items''' tab contains a list of all a client's invoiced and uninvoiced billable items. For more information, see [[Billable Items]].
		+
		+	You can access this tab when you view a client's profile at '''Clients > [[Client Management\|View/Search Clients]]'''.

−	The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a client's billable items organised into two lists; Invoiced Items and Uninvoiced Items. Learn more about Billable Items here: http://docs.whmcs.com/Billable_Items
	[[File:client_billable.png\|thumb\|Client Billable Items Tab]]		[[File:client_billable.png\|thumb\|Client Billable Items Tab]]

← Older revision		Revision as of 16:39, 30 October 2019
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−	~~<br/><br/>~~{{Client Management}}	+	{{Client Management}}

@@ Line 19: / Line 19: @@
 ===Invoice Selected Items===
-If a client has one or more uninvolved billable item, it is possible to force it to generate an invoice immediately - regardless of the conditions on the billable item itself.
+If a client has one or more uninvoiced billable item, it is possible to force it to generate an invoice immediately - regardless of the conditions on the billable item itself.
 Select the billable items to be invoiced using the corresponding checkboxes in the Uninvoiced Items list, then click '''Invoice Selected Items'''. An invoice will be generated with a due date of today.

← Older revision		Revision as of 15:07, 4 December 2014
Line 1:		Line 1:
		+	<br/><br/>{{Client Management}}
		+
		+
	The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a client's billable items organised into two lists; Invoiced Items and Uninvoiced Items. Learn more about Billable Items here: http://docs.whmcs.com/Billable_Items		The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a client's billable items organised into two lists; Invoiced Items and Uninvoiced Items. Learn more about Billable Items here: http://docs.whmcs.com/Billable_Items
	[[File:client_billable.png\|thumb\|Client Billable Items Tab]]		[[File:client_billable.png\|thumb\|Client Billable Items Tab]]